See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,278 | $71,883-71.8% | $86,677-76.6% | $68,494-70.4% |
| Participation rate | 91.3% | 72.2%+19.1pp | 76.6%+14.7pp | 67.9%+23.4pp |
| Annual return | -10.25% | 3.52%-13.8pp | 35.91%-46.2pp | -7.84%-2.4pp |
| Employer contribution / active EE | $1,710 | $2,173-21.3% | $2,836-39.7% | $2,596-34.1% |
| Participant deferral / active EE | $2,595 | $3,779-31.3% | $4,656-44.3% | $4,027-35.6% |
| Admin fee / account holder | $2,390 | $6,112-60.9% | $7,493-68.1% | $5,403-55.8% |